XYZYvsHELOETF Comparison
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YieldMax XYZ Option Income Strategy ETF (XYZY) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. XYZY is more expensive with a Total Expense Ratio (TER) of 1.36%, versus 0.5% for HELO. XYZY is up 10.45% year-to-date (YTD) with -$13M in YTD flows. HELO performs worse with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of XYZY and HELO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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XYZY vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XYZY HELO | +3.05%+1.14% | -1.59%+1.63% | +10.45%+4.62% | -3.05%+7.59% | +39.52%+39.50% | n/an/a |
| Flows | XYZY HELO | -$13M+$78M | -$21M+$618M | -$13M+$1.07B | -$21M+$1.14B | +$108M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XYZY HELO | +29.22%+7.26% | +38.42%+7.02% | +41.31%+7.84% | n/an/a |
| Max drawdown | XYZY HELO | -11.16%-2.37% | -37.21%-5.83% | -52.66%-10.86% | n/an/a |
| Max drawdown duration | XYZY HELO | 50d61d | 353d73d | 681d169d | n/an/a |
Trading data
XYZY | HELO | |
Last sale 10/16/2026 at 1:30 PM | $23.46 | $69.21 |
| Previous close 10/15/2026 | $23.68 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
XYZY | HELO | |
|---|---|---|
| Last price | $23.46 | $69.21 |
| 1D performance | -0.92% | -0.66% |
| AuM | $19.80 M | $4.86 B |
| E/R | 1.36% | 0.5% |
Characteristics
XYZY | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | YieldMax ETFs | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 10, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
XYZY
Data will be available soon
HELO
Data will be available soon
Sectors
XYZY
Data will be available soon
HELO
Data will be available soon
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Diversification
XYZY
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
XYZY
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about XYZY and HELO
How have the XYZY and HELO ETFs performed in 2026?
As of October 16, 2026, XYZY is up 10.45% year-to-date (YTD), while HELO has returned 4.62%. That puts XYZY better performer ahead so far this year.
Which ETF is attracting more investor money: XYZY or HELO?
Year-to-date, the XYZY ETF saw -$13M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: XYZY or HELO?
Over the past year, XYZY had a volatility of 38.42%, while HELO experienced 7.02%.
Which ETF is bigger: XYZY or HELO?
As of October 16, 2026, XYZY holds $19.80 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about XYZY & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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